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Article: Rediscovering Your Clients and Learning Their Buying Triggers The reprint of this article, written by Dr. Bob Penny and originally published in Ventures, discusses the difference between collecting client data and understanding the issues that cause a client...

Speech: Creating Loyalty in a Trust Market: The 75/25 Dilemma This speech was presented by Dr. Bob Penny at the Northwest Trust Conference in Seattle Washington. It outlines how The Power to Know® enables financial specialists to distinguish themselves and add...